---
schema_version: "1"
id: 5d88682f990ecc990e32b6a6811555f3cadc2f8235fab053cf0c02c8387272da
title: Visit Management
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/life_sciences_dev_guide/life_sciences_provider_visit_management.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_provider_visit_management.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 62b073f33966f2cbb96c2422b978e1f5bd5c0e464ce7264ce89076dbb0497417
description: Visit Management supports the call planning and execution process in the Life Sciences Industry. Field users can engage compliantly with accounts through various channels such as face-to-face, phone, and remote. With integrated intelligent content and remote engagement capabilities, field sales representatives and medical teams can plan, execute, and report on visits to healthcare providers and healthcare organizations. Information entered in a provider visit typically includes product details, product messages, presentations, marketing items and samples. Provider Visit Management also supports various compliance requirements regarding sample eligibility, sample limits and allocations, and e-signature capture.
---
# Visit Management

Visit Management supports the call planning and execution process in the Life Sciences Industry. Field users can engage compliantly with accounts through various channels such as face-to-face, phone, and remote. With integrated intelligent content and remote engagement capabilities, field sales representatives and medical teams can plan, execute, and report on visits to healthcare providers and healthcare organizations. Information entered in a provider visit typically includes product details, product messages, presentations, marketing items and samples. Provider Visit Management also supports various compliance requirements regarding sample eligibility, sample limits and allocations, and e-signature capture.

![Visit Management entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_visit_mgmt.png)

For more details and a larger image, visit the [Data Model Gallery](https://developer.salesforce.com/docs/platform/data-models/guide/visit-management.html "HTML (New Window)").

## Visit Management Objects in Life Sciences Customer Engagement

- [Account](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_account_custom_fields.htm)
- [Action Plan](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionplan.htm)
- [Assessment Task](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_assessmenttask.htm)
- [Contact Point Address](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_contactpointaddress1.htm)
- [Digital Signature](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_digitalsignature.htm)
- [Expense](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_expense.htm)
- [Expense Participant](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_expenseparticipant.htm)
- [Expense Type](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_expensetype.htm)
- [Inquiry](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_inquiry.htm)
- [Life Science Account List](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifescienceaccountlist.htm)
- [Life Science Email](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifescienceemail.htm)
- [Life Science Marketable Product](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifescimarketableproduct.htm)
- [Medical Insight](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_medicalinsight.htm)
- [Presentation Click Stream Entry](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_presentationclickstrmentry.htm)
- [Presentation Forum](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_presentationforum.htm)
- [Product Disbursement](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_productdisbursement.htm)
- [Product Guidance](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_productguidance.htm)
- [Provider Visit](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisit.htm)
- [Provider Visit Detailing Product Message](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisitdtlproductmsg.htm)
- [Provider Visit Marketing Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisitmarketingitem.htm)
- [Provider Visit Product Detailing](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisitproddetailing.htm)
- [Provider Visit Product Discussion](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisitproddiscussion.htm)
- [Provider Visit Requested Sample](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisitrqstsample.htm)
- [Territory2](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_territory2.htm)
- [User](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_user.htm)
- [Video Call](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_videocall.htm)
- [Visit](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_visit.htm)
- [Visitor](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_visitor.htm)

To learn more about all objects used in Life Sciences, see [Life Sciences Objects](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_list.htm).